Clearbridge Investment Management Limited is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated December 18, 2025, reports $9.9B in regulatory assets under management, 44 employees, and 5,185 accounts.
Assets Under Management
$9.9B
Employees
44
Offices
--
Total Clients
5,183
Primary office
EDINBURGH
5 MORRISON STREET, LEVEL 2, EDINBURGH, United Kingdom
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.2% of total clients.
Top client categories% of clientsClients
1
Individuals
96.2%
4,987
2
Corporations
2.0%
105
3
Charitable
0.7%
38
4
Pension Plans
0.4%
22
5
Pooled Investment Vehicles
0.3%
16
Additional categories (<0.1%)
Investment Cos.<5 clients
Categories with <5 clients
Insurance companies<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9.9Bas of December 18, 2025
Discretionary93.4%
$9.2B
93% of total RAUM93.4%
Non-discretionary6.6%
$653M
7% of total RAUM6.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$9.9B
Total Accounts5,185
10Y AUM Change+$3.6B (+58.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees44
Clients per Employee118:1
10Y Employee Change-159 (-78.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.